Education Video - Coastal

Retirement Plan Employee Education Video

Your advisors at Cornerstone Financial Services have put together this information on your retirement plan with your employer, Coastal Equipment Corporation.

This short video covers a few core concepts specific to your plan:

  • Plan Basics
  • Loans
  • Roth "Bucket"
  • Target Date Funds
  • Beneficiary Designations

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is not affiliated with Cornerstone Financial. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling (757) 333-7377. This email service may not be monitored every day, or after normal business hours. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.